Adapt.io vs. PandaDoc

This is best suited if you are doing cold outreach and want to get in touch with people with specific roles, in specific industries, and locations. For example, I can choose the United States or some states therein and then choose a number of employees in a company, revenue and also the level of seniority (CXO, VP etc.)of the particular person and find his details. Adapt.io gives the correct email address of these people along with the complete information of the company. As far as prospecting and contact discovery is concerned there is not scenario where Adapt.io is not useful.

Incentivized

As an alternative to other electronic signature mechanisms, I can't recommend PandaDoc more highly. It works, plain and simple. It is less costly - by a lot - than most alternatives, stores signed documents online for easy access, is simple to use by both our staff and our clients, and makes our lives far easier.

Incentivized

• Finding email addresses of potential clients.
• Company info in terms of revenue and number of employees
• Contact discovery in terms of location, role and industry

Incentivized

• PandaDoc allows our team to create and send detailed sales proposals and quotes with the use of their templates.
• The use of collaborative editing is also beneficial because our team is able to have multiple users edit and comment on documents simultaneously.
• Document tracking is useful because we are able to receive real-time notifications and updates on the proposal process.

Incentivized

• I don't see any need of improvement
• Industry Filters can be more specific.
• Number of credits are less.

Incentivized

• The automatic snapping of added fields in templates could be toggleable to more easily place fields where they need to be
• When fields are duplicated, the generated Field IDs can get long (e.g. Text_1, Text_1_1, Text_1_1_1, etc)
• Loading screens are sometimes long

Incentivized

The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new

Incentivized

Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.

Incentivized

We haven't had any real issues regarding downtime as of yet.

Incentivized

The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.

Incentivized

Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.

Incentivized

Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.

Incentivized

Adapt.io id pretty much similar to all the above tools (Lusha, Seamless.ai, hunter, D&B hoovers) The interface is easy on the eyes and the search time is quick. However the most important criterion is the accuracy of the data, if you get incorrect email ID and you use your SMTP to send mails with incorrect IDs it will spoil you domain reputation and your domain may even get black listed. The accuracy of Adapt is good. however there were cases where the company information was not available, this is in comparison to the tools like Lusha and Seamless. Good tool to use but maybe a bit expensive since the credits given are less

Incentivized

We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our team an immense amount of time.

Incentivized

It's scalable

Incentivized

• Helped me increase the volume of outreach
• Helped me find relevant data of people to connect with
• The ROI can take time to achieve as the number of credits are less.

Incentivized

• It has helped increase our sales productivity by allowing us to get contracts back more quickly.
• Has helped with employee efficiency in contract writing.
• It has helped our company find contract writing mistakes before they get to our clients and cause confusion.
• The one negative would be the increase in costs associated with using this software, which seems to increase each year at renewal.

Incentivized